Use when publishing Platform Events from external systems via REST API, subscribing to Platform Events from outside Salesforce via CometD or Pub/Sub API, designing replay ID…
Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or…
Grant row-level access programmatically via __Share records when declarative sharing rules cannot express the policy.
Migrating Classic email templates (Text, HTML with Letterhead, Custom HTML, Visualforce email) to Lightning Email Templates (LET) and the Email Template Builder.
Use when choosing or implementing Apex test doubles with `Test.setMock`, `HttpCalloutMock`, `StaticResourceCalloutMock`, or `StubProvider`, and when designing code seams to…
Programmatic record access management in Financial Services Cloud using Compliant Data Sharing (CDS): inserting AccountParticipant/OpportunityParticipant records, working with…
Creating and integrating custom Lightning Web Components within OmniScripts: LWC override patterns, pubsub event handling, custom validation, OmniStudio data passing conventions.
Use when designing or reviewing a Salesforce Order Management (OMS) solution architecture: fulfillment workflow strategy, split-order routing design, Omnichannel Inventory (OCI)…
Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step',…
Configure Private Connect between Salesforce and AWS/Azure for traffic to stay on private networks. NOT for standard internet callouts.
Fault-path design and error notification for Salesforce Flow — what the default unhandled-fault email contains, when to add a Fault path explicitly, how `$Flow.FaultMessage`…
ShowToastEvent in LWC: variants (success/warning/error/info), modes (dismissible/pester/sticky), message formatting, NOT supported in LWR Experience Cloud sites, alternatives…
Use when configuring grant tracking in a Salesforce nonprofit org — covers both NPSP Outbound Funds Module (Opportunity-based, managed package path) and Nonprofit Cloud for…
Share state across LWCs using pub/sub, Lightning Message Service, @wire, and reactive stores. NOT for in-component reactivity.
Migrating Classic Knowledge (KnowledgeArticleVersion / Article Types) to Lightning Knowledge (Knowledge__kav with record types): article-type-to-record-type mapping,…
refreshApex, getRecordNotifyChange, and RefreshView API for LWC data refresh: when wired data is stale, forcing re-fetch after imperative DML, cross-component refresh, 2024…
Roll out Shield (Platform Encryption + Event Monitoring + Field Audit Trail) end-to-end, sequencing feature enablement to avoid data lockout.
Row-level security in CRM Analytics datasets via security predicates — SAQL filter expressions stored on the dataset that apply at query time per running user.
Remove hardcoded Salesforce record IDs (Profile, RecordType, User, Queue, custom) from Apex and replace with describe-API, name-based SOQL, or Custom Metadata-driven lookups.
Use when designing, implementing, reviewing, or debugging Queueable Apex jobs that chain, use the Finalizer interface, pass state across transactions, or need controlled async…
Diagnose Flow failures using the Debug Log, Flow Error emails, and the Debug panel; instrument flows so production issues are triageable. NOT for Apex debugging.
Territory2 API in Apex: programmatic territory member management (UserTerritory2Association, ObjectTerritory2Association), bulk assignment DML, and SOAP-based rule evaluation.
Migrating Visualforce pages and components to Lightning Web Components: controller-to-Apex-method translation, viewstate replacement, custom URL parameter handling,…
Render only visible rows for long lists (1k+ rows) using intersection observer or lightning-datatable virtual scroll. NOT for simple lists under 100 rows.
Heroku ↔ Salesforce integration paths — Heroku Connect (Postgres bidirectional sync), Heroku AppLink (expose Heroku APIs to Flow / Apex / Agentforce), Heroku External Objects…
Use when writing, reviewing, or troubleshooting Apex queries that may expose SOQL injection or CRUD/FLS issues.
Use when Apex must sign, verify, encrypt, hash, encode, or decode payloads — including HMAC for webhook signatures, RSA/ECDSA signing for JWT bearer flows, AES for stored secrets,…
Guides creation, design, and maintenance of Calculated Insights in Data Cloud: SQL authoring, dimension/measure definition, scheduling, streaming insights, and insight…
Use when diagnosing failures, unexpected output, or silent errors in OmniScript, DataRaptor, or Integration Procedure assets.
Use when selecting or reviewing a Git branching strategy for a Salesforce project — choosing between trunk-based development, GitFlow, or environment branching, and mapping…
LightningModal base class (Winter '23+): extending LightningModal, open() static method, modal headers/bodies/footers, close() with result, size variants, accessibility.
Use when deploying permission sets, permission set groups, or profiles and encountering cross-reference errors, silent permission loss, or ordering failures.
Publish and subscribe to Platform Events from Flow for async decoupling, high-volume triggers, and cross-org signaling. NOT for regular DML-triggered flows.
@future methods: primitive-only parameters, callout=true, no chaining, 50 per transaction, error handling.
Design FlexCard composition: parent/child state flow, layout modes, actions, event wiring, and data source selection.
Use when configuring Financial Services Cloud (FSC) financial accounts — including account types, FinancialHolding positions, FinancialGoal records, FinancialAccountRole…
System.runAs in Apex tests: user-context impersonation, mixed-DML workaround, profile/permission testing, sharing verification, FLS NOT enforced, runAs nesting limits.
Use when building or debugging a browser-based CTI softphone adapter using the Salesforce Open CTI JavaScript API — covers callcenter.xml definition, Lightning utility item…
Use when designing, governing, or troubleshooting Slack Connect channel sharing between two independent organizations.
Implementing resilient integration retry logic in Salesforce: exponential backoff, jitter, idempotency keys, dead-letter queues, and circuit breaker patterns for Apex callouts.
Use when designing how an Agentforce agent extracts structured input parameters (slots) from a user's natural-language utterance to invoke an action.
Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products,…
Use when building custom LWC components for Experience Cloud (Experience Builder sites, LWR portals, Aura-based communities).
Use when designing or reviewing Salesforce orgs with large Opportunity and Account volumes, including archival strategy, report performance, data skew prevention, SOQL tuning for…
Use when scoring a list of business or solution requirements against the *actual* capabilities of a specific Salesforce org so each row can be classified Standard / Configuration…
Use when designing, reviewing, or debugging Apex execution context, sharing keywords, CRUD/FLS enforcement, system-vs-user mode behavior, or secure write patterns.
Use when designing or reviewing list views, compact layouts, highlights panels, and search-result presentation so users can scan, find, and act on records quickly across desktop…
Store and inject Salesforce auth URLs, JWT keys, and API credentials into CI without leaking them. NOT for runtime secrets in Apex.
Use when configuring OmniStudio at the org level: enabling Standard Runtime, selecting the Runtime Namespace, assigning Permission Set Licenses, toggling feature settings, and…
Use when designing or reviewing Apex actions exposed to Flow or similar orchestration layers via `@InvocableMethod`, especially around wrapper DTOs, bulk-safe list contracts, and…
Use when packaging third-party JavaScript, CSS, or asset files into Salesforce static resources for Lightning Web Components, including `@salesforce/resourceUrl`, `loadScript`,…
Custom Permissions in Apex: FeatureManagement.checkPermission, $Permission global variable, permission-set gating of feature code, Custom Permission metadata.
Use when modeling, loading, or troubleshooting Salesforce product and pricebook data — covering the Product2 → Pricebook2 → PricebookEntry three-object chain, standard pricebook…
Use when documenting, reviewing, or gathering requirements for Salesforce CPQ subscription lifecycle behavior: how amendments, renewals, upgrades, downgrades, and cancellations…
Reference guide for Salesforce Industries cloud data models: Insurance Cloud (InsurancePolicy hierarchy), Communications Cloud (Account record types, BillingAccount), Energy &…
Migrating Classic Notes & Attachments to Salesforce Files (ContentDocument / ContentVersion / ContentDocumentLink): bulk extraction, owner and parent preservation, sharing…
Configure record visibility for external users (Customer Community, Customer Community Plus, Partner Community) using External OWDs, Sharing Sets, and external sharing rules.
Media Cloud setup for advertising sales management, audience segmentation, campaign management, revenue management, and cross-channel ad products.
Upload files in LWC: lightning-file-upload, manual multipart, large-file chunked upload, and ContentDocument associations. NOT for ContentDocument query patterns.
Use when designing or reviewing Salesforce GraphQL API usage, especially endpoint selection, field shaping, connection-based pagination, LWC wire adapters, and GraphQL vs REST…